Annual_Performance_Review_Evaluation_Template.txt

Annual Performance Review Evaluation

Referred for Merit Increase                ______Yes                    _________ No 

Previous annual/hourly rate 		________                

Proposed increase			________

Effective Date (always use the 1st day of a pay cycle)	 ___________

Performance Improvement Plan	______Yes                     _________ No

Review in 30/60/90 days if a Performance Improvement Plan is required.

Employee:	Title:

Review Period:	Manager/Supervisor:

Job Responsibilities
Please briefly describe.

Progress
Evaluate this individual’s progress toward career goals from previous year.

Accomplishments
Please list this individual's top three accomplishments this year.

1.

2.

3.

Strengths
Please list this individual's top three strengths, and after each, give a specific example of an instance where this strength was exemplified.

1.

2.

3.

Opportunities for Improvement
Please list three areas where this individual could improve and develop performance.

1.

2.

3.

Company Standards – Choose one (Exceeds Expectations, Meets Expectations, or Needs Improvement)
Please review the company standards and choose the one that best applies. Indicate how well this employee has been exhibiting the standards and provide comment and/or examples. Comments/examples are required if the team member exceeds expectations and needs improvement.

Teamwork:
Works effectively with others.  Shares credit and opportunities when appropriate.  Helps others when needed. Displays professional attitude toward job, treats coworkers with respect and aligns individual goals with department goals.	 Exceeds Expectations  Meets Expectations  Needs Improvement

Comments/Examples:

Work Quality:
Demonstrates a consistent focus on high quality standards.  Uses time effectively, with minimal errors. Follows through with tasks and goals.	 Exceeds Expectations  Meets Expectations  Needs Improvement

Comments/Examples:

Communication:
Presents ideas effectively. Listens well and asks appropriate questions.  Reviews letters, memos and reports to assure accuracy.  Keeps managers and co-workers informed.	 Exceeds Expectations  Meets Expectations  Needs Improvement

Comments/Examples:

Attendance/Punctuality:  
Is present for work every day.  Is fully ready to work at the beginning of the work schedule and continues until the workday is completed.	 Exceeds Expectations  Meets Expectations  Needs Improvement

Comments/Examples:

Motivation & Accountability: Displays positive drive and energy in accomplishing tasks.  Shows enthusiasm for the job and when interacting with others.  Displays professionalism in approach to work.	 Exceeds Expectations  Meets Expectations  Needs Improvement

Comments/Examples:

Cultural Pillars:
Represents and embraces the company’s cultural pillars of People First, Innovation, Accountability, Grit, Communication, and Winning.	 Exceeds Expectations  Meets Expectations  Needs Improvement

Comments/Examples:

Goals
Please list up to three, and any specific job assignments in the upcoming year which could help you obtain these goals

1.

2.

3.

Employee Signature	Date

Manager/Supervisor Signature	Date